Venturi Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.08M | Hold |
|
|||||
|
2025
Q2 | $1M | Hold |
|
|||||
|
2025
Q1 | $903K | Hold |
|
|||||
|
2024
Q4 | $949K | Hold |
|
|||||
|
2024
Q3 | $926K | Hold |
|
|||||
|
2024
Q2 | $876K | Hold |
|
|||||
|
2024
Q1 | $848K | Hold |
|
|||||
|
2023
Q4 | $772K | Hold |
|
|||||
|
2023
Q3 | $692K | Sell |
|
|||||
|
2023
Q2 | $918K | Buy |
|
|||||
|
2023
Q1 | $348K | Sell |
|
|||||
|
2022
Q4 | $395K | Buy |
|
|||||
|
2022
Q3 | $229K | Buy |
|
|||||
|
2022
Q2 | $214K | Hold |
|
|||||
|
2022
Q1 | $258K | Hold |
|
|||||
|
2021
Q4 | $273K | Hold |
|
|||||
|
2021
Q3 | $249K | Hold |
|
|||||
|
2021
Q2 | $250K | Sell |
|
|||||
|
2021
Q1 | $466K | Hold |
|
|||||
|
2020
Q4 | $441K | Sell |
|
|||||
|
2020
Q3 | $527K | Hold |
|
|||||
|
2020
Q2 | $483K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $298K | Hold |
|
|||||
|
2019
Q2 | $295K | Buy |
|